MQWP
Morey & Quinn Wealth Partners Portfolio holdings
AUM
$125M
1 Year Est. Return
–
AUM
$121M
AUM Growth
+$2.89M
(+2.5%)
Holding
126
Top Buys
| 1 | +$828K | |
| 2 | +$445K | |
| 3 | +$276K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$226K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$223K |
Top Sells
| 1 | +$204K | |
| 2 | +$87.8K | |
| 3 | +$42K | |
| 4 |
FTAI Aviation
FTAI
|
+$37.2K |
| 5 |
United Parcel Service
UPS
|
+$26.3K |
Sector Composition
| 1 | Financials | 15.87% |
| 2 | Technology | 14.71% |
| 3 | Industrials | 9.8% |
| 4 | Consumer Discretionary | 5.16% |
| 5 | Energy | 4.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.97B
| – | – |
-1,083
|
|